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PJARX vs VSIAX
PJARX vs VSIAX Comparison
Open Charts PJARX vs VSIAX
Principal SmallCap Value II R3
Price$9.74
Change+$0.19 (+1.99%)
VolumeN/A
Net Assets1.03B
Vanguard Small Cap Value Index Admiral
Price$79.75
Change+$1.27 (+1.62%)
VolumeN/A
Net Assets51.69B
PJARX vs VSIAX Comparison Chart
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PJARX vs. VSIAX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PJARX is a Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. PJARX (1.03B). VSIAX pays higher dividends than PJARX: VSIAX (2.34) vs PJARX (1.02). PJARX was incepted earlier than VSIAX: PJARX (21 years) vs VSIAX (14 years). PJARX (1.46) is less costly to investors than VSIAX (0.07). PJARX is a more actively managed with annual turnover of: 73.90 vs. VSIAX (16.00). PJARX has a lower initial minimum investment than VSIAX: PJARX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : -1.42 vs. PJARX (-15.90). VSIAX return over 5 years is better than : 85.43 vs. PJARX (29.16).
| PJARX | VSIAX | PJARX / VSIAX | |
| Total Expense Ratio | 1.44 | 0.07 | 2,057% |
| Annual Report Gross Expense Ratio | 1.46 | 0.07 | 2,086% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | -10.413 | -7.703 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 51.7B | 2% |
| Annual Yield % from dividends | 1.02 | 2.34 | 44% |
| Returns for 1 year | -15.90 | -1.42 | 1,118% |
| Returns for 3 years | -11.16 | 16.06 | -69% |
| Returns for 5 years | 29.16 | 85.43 | 34% |
| Returns for 10 years | -24.21 | 75.85 | -32% |
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